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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
MFS Total Return R2
Price$20.06
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.55B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 264B vs. MTRRX (7.55B). MTRRX pays higher dividends than BALFX: MTRRX (2.13) vs BALFX (1.70). BALFX was incepted earlier than MTRRX: BALFX (25 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.79 vs. MTRRX (-2.08). BALFX return over 5 years is better than : 37.92 vs. MTRRX (4.45).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 13.721 | 7.405 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.70 | 2.13 | 80% |
| Returns for 1 year | 8.79 | -2.08 | -422% |
| Returns for 3 years | 40.54 | 10.36 | 391% |
| Returns for 5 years | 37.92 | 4.45 | 852% |
| Returns for 10 years | 70.45 | 32.44 | 217% |
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